Demers Financial Planning fees and pricing
Financial planner in North Andover, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Demers Financial Planning charges an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $10,000/yr
“Fees start at $10,000 per year, payable quarterly.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Demers Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”
- “Half of the fee is due at the beginning of the engagement, and the remainder upon completion.”
- “In no event will DFP collect more than $500 more than 6 months in advance.”
How Demers Financial Planning’s fees compare
- Its annual fee of $10,000 is above the Massachusetts median of $8,250. 56% of the 62 other Massachusetts planners that publish an annual fee charge less.
About Demers Financial Planning
“Demers Financial Planning (“Advisor”, “Firm”, or “DFP”) provides fee-only inancial planning services to individuals, families, and small businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 25
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $25,671,919
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148752
- Phone
- (978) 494-4337
Other planners in North Andover that publish fees
- Connolly Financial Advisors, Inc.North Andover$95-$250/hr
- Flying Point Financial, Inc.North Andover$250/hr
- Needham Advisory CorporationNorth Andover$250/hr
- Powwow, LLCNorth Andover$360/hr, $240/mo
- Rootson Capital LLCNorth Andover$1,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.